Xin Lang Cai Jing·2026-01-15 17:05Core Viewpoint - Ford Motor Company is in discussions with BYD for a potential partnership where Ford would source batteries for its hybrid models from BYD, addressing its need for a battery supplier as it shifts focus from electric vehicles to hybrid models [1][2][5]. Group 1: Partnership Discussions - Ford and BYD are negotiating the terms of a collaboration, with one proposal involving Ford importing batteries from BYD for its factories outside the U.S. [1][4]. - The negotiations are ongoing, and there is a possibility that an agreement may not be reached [2][5]. Group 2: Strategic Shift - Ford is adjusting its strategy in response to declining demand, planning to reduce its electric vehicle business and increase investment in hybrid vehicle production [2][6]. - The company aims for hybrid, plug-in hybrid, and electric vehicles to account for approximately 50% of its global sales by 2030 [6]. Group 3: Battery Supply Needs - As Ford expands its hybrid vehicle lineup, it requires more batteries suitable for these models, which BYD can provide [2][6]. - BYD has produced some batteries for commercial vehicles at its California facility but has not yet manufactured passenger vehicle batteries in the U.S. [6]. Group 4: Manufacturing Developments - Ford is constructing a battery plant in Marshall, Michigan, utilizing technology from CATL to produce cost-effective battery cells, with production expected to start this year [6][7]. - The new plant is intended to supply batteries for an upcoming electric pickup truck priced at $30,000 [7].